How to Grow your Business in a New Direction with Retirement Plans
Join our 30-minute Annuity Advantage Connection to better understand:
Fall is retirement planning season. Join this webinar to jump start your entry into or current business with this important market.
Thursday, October 6
9 a.m. Pacific, 10 a.m. Mountain,
11 a.m. Central, 12 p.m. Eastern
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Presented by William H. (Bill) Jackson J.D., CLU®
Senior Advanced Markets Consultant at Partners Advantage
Bill Jackson joined Partners Advantage and Platinum Partners in 2014 and serves as senior advanced markets consultant, working with all divisions of the company to assist financial professionals and agencies grow their businesses in advanced markets. He provides his valuable strategies on a number of areas, including tax, financial, philanthropic, retirement, business and estate issues. He is part of an in-house team of highly experienced professionals at Partners Advantage which provides insights on complex cases and products. These services also include an in-house underwriting team and compliance and suitability team.
Prior to joining Partners Advantage, Jackson served in a number of sales and product marketing roles at Sun Life and AIG Sun America. Jackson also has extensive experience managing pension, business and estate planning, and deferred compensation divisions.
For financial professional use only. Not for consumer use.
This webinar is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Partners Advantage and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.
The views of the presenters are those of the speakers and not necessarily those of Partners Advantage Insurance Services. Please note that the information and opinions shared are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage.
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